Data Study Group Final Report: Mastercard

Measuring Fairness in Financial Transaction Machine Learning Models

Abstract

Mastercard, a global leader in financial services, develops and deploys machine learning models aimed at optimizing card usage and preventing attrition through advanced predictive models. These models use aggregated and anonymized card usage patterns, including cross-border transactions and industry-specific spending, to tailor bank offerings and maximize revenue opportunities. Mastercard has established an AI Governance program, based on its Data and Tech Responsibility Principles, to evaluate any built and bought AI for efficacy, fairness, and transparency. As part of this effort, Mastercard has sought expertise from the Turing Institute through a Data Study Group to better assess fairness in more complex AI/ML models. The Data Study Group challenge lies in defining, measuring, and mitigating fairness in these predictions, which can be complex due to the various interpretations of fairness, gaps in the research literature, and ML-operations challenges.

Citation information

Data Study Group Team. (2024). Data Study Group Final Report: Mastercard - Measuring Fairness in Financial Transaction Machine Learning Models (Version 1). The Alan Turing Institute. https://doi.org/10.5281/zenodo.14528864

Additional information

  • Deniz Sezin Ayvaz

  • Lorenzo Belenguer

  • Hankun He, Queen Mary University of London

  • Deborah Dormah Kanubala, Saarland University

  • Mingxu Li, Southwest Jiaotong University

  • Soung Low

  • Faithful Chiagoziem Onwuegbuche, University College Dublin

  • Yulu Pi, University of Warwick

  • Dan Tran, Catolica Lisbon School of Business

  • Shresth Verma, Harvard /university

  • Hanzhi Wang, Cardiff University

  • Skyler Xie, University of Warwick

  • Carlos Mougan, The Alan Turing Institute (PI)

  • Adeline Pelletier, Mastercard (Challenge Owner)